Relationship Executive, Workplace Details

Relationship Executive, Workplace

Edelman Financial Engines - Boston, MA

Employment Type : Full-Time

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward.

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our commitment inspires you, we invite you to consider joining our team!

As a Relationship Executive on the Workplace Relationship Management team, you’ll play a pivotal role by building strategic partnerships and providing outstanding customer service to large, primarily Fortune 500 plan sponsors. The Relationship Executive serves as the primary business owner of our largest and/or most sophisticated plan sponsors. This position is responsible for developing and managing a business plan for each account within an assigned book of business that will meet or exceed client expectations while furthering Edelman Financial Engines’ business goals, particularly in areas of revenue growth and retention, client happiness and client implementations. Relationship Executives are encouraged to devise and execute strategies that expand EFE’s relationships into senior management levels within client organizations.

In addition to possessing an earnest desire to help people, the ideal candidate is a highly driven relationship professional who loves to solve problems in collaborative settings, enjoys presenting ideas and persuading others, and thrives in a fast-paced, high-stakes environment. If this resonates with you, this may be an ideal match!

• Review and understand client’s business goals, plan / benefits strategy and major priorities
• Establish joint objectives in collaboration with Account Management, Communications Management team members and other internal partners
• Keep clients advised of new products and services and any updates to EFE’s business strategy
• Serve as primary client contact for critical issues
• Understand and effectively communicate EFE’s value proposition
• Develop and execute renewal strategy
• Partner closely with in-house counsel on drafting and finalization of contracts
• Build and implement sales strategy; identify & assess cross sell opportunities
• Represent Clients’ Interests within EFE: Seek and synthesize input from clients regarding business needs. Determine prioritization and importance for client’s needs and advocate appropriately within EFE
• Industry and Product Knowledge: Stay informed of developments and challenges in the 401(k) industry as well as the advice and discretionary asset management markets

• 15+ years of institutional relationship experience in Defined Contribution/Fortune 500 companies
• Knowledge of retirement plans and issues and challenges of the 401(k) marketplace
• A proven track record in managing large institutional client relationships
• Strong negotiation and conflict resolution skills
• Track record of successfully selling into existing relationships
• Experience presenting to and communicating with senior managers and executives
• Ability to empower and influence internal colleagues, including crafting and maintaining positive relationships with team members, partners and senior management
• Ability to maintain and grow client relationships
• Bachelor's degree in Business or related field required; advanced degree a plus
• Ability to travel up to 30- 40% of the time

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, as recognized by Barron’s,1 with 150+ offices across the country and entrusted by 1.3 million clients to manage more than $289 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

[1] The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

[2] Data as of 6/30/2021.